TOGETHER WE MAKE A GREAT TEAM
Consolidated Planning, Inc. is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.
We specialize in working with business owners, employees and individuals.
Business Owners: The Consolidated Business Planning ProcessTM helps create sound strategies in the areas of exit planning, key employee retention and developing strategies to maximize corporate cash flow. At CP, our experience has taught us that in each unique business owner situation, there is a specific process of discovery, strategy, and implementation that can lead to the best possible result when it comes to realizing the full value of your life's work.
Employees & Individuals: The Consolidated Planning ProcessTM is the means by which our clients organize their financial worlds, protect themselves and their families, and ultimately set themselves on a course towards achieving true prosperity as they define it. Each client realizes these accomplishments as they move through the following steps in the process:
At Consolidated Planning, Inc., we provide expert assistance in the following areas:
Business Owner Exit Planning
Retirement Distribution Planning
Disability Income Insurance
Long Term Care Insurance*
Individual Health Insurance
Group Health Insurance
*Long Term Care Insurance is not offered by Guardian or any of its subsidiaries.
*Investments offered by Park Avenue Securities
Consolidated Planning, Inc. is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. We believe very strongly in helping our clients achieve financial balance and ultimately impact their lives in a positive way. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
More Than a Paycheck
Understanding the basics of disability income protection.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Even if you’re young and single, you should still consider protecting yourself.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
For many, retirement includes contributing their time and talents to an organization in need.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
All about how missing the best market days (or the worst!) might affect your portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.